Morris Financial Concepts, Inc. Schwab Fundamental Intl Large Transaction History
Morris Financial Concepts, Inc.
- $230 Million
- Q4 2024
A detailed history of Morris Financial Concepts, Inc. transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 7,395 shares of FNDF stock, worth $269,547. This represents 0.11% of its overall portfolio holdings.
Number of Shares
7,395
Previous 7,382
0.18%
Holding current value
$269,547
Previous $275,000
10.91%
% of portfolio
0.11%
Previous 0.12%
Shares
13 transactions
Others Institutions Holding FNDF
# of Institutions
642Shares Held
308MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.4 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC18MShares$654 Million1.2% of portfolio
-
Regions Financial Corp11.2MShares$408 Million2.75% of portfolio
-
Auto Owners Insurance CO Lansing, MI9.29MShares$339 Million7.17% of portfolio
-
Morgan Stanley New York, NY6.25MShares$228 Million0.01% of portfolio